CPE Catalog & Events
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
The Controller Function - Elevating the Role
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Asset Misappropriation - Let Me Count the Ways
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TBD
2.0 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Common Sense CFO: Decoding and Mitigating Internal and External Risks
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TBD
2.0 Credits
Member Price: $79
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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TBD
4.0 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
ACPEN: Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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TBD
2.0 Credits
Member Price: $89
Medical Claims
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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TBD
1.0 Credits
Member Price: $89
Risk Management Governance Risk Assessment
ACPEN: Managing Your Money in Retirement
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TBD
3.0 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
Surgent's Representing a Client in an IRS Audit
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TBD
3.0 Credits
Member Price: $169
Impact of the Trump Administration on IRS funding Reduction in IRS staffing Potential reduction in IRS’s ability to process and audit tax returns Status of IRS Direct File program Auditing large corporations and partnerships Audits of high income and high net worth individuals Information document requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen for 2025: roadmap to IRS audit issues
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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TBD
4.0 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Management Fundamentals
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TBD
4.0 Credits
Member Price: $159
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
ACPEN: Shortcuts to Personal and Professional Success
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TBD
8.0 Credits
Member Price: $500
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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TBD
8.0 Credits
Member Price: $279
Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
The Best Individual Income Tax Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
ACPEN: Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
ACPEN: Relationship Networking: The Art Of Conversation
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TBD
1.0 Credits
Member Price: $39
Networking Replatinship Management
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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TBD
1.0 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations
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TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
ACPEN: Internal Audit in The Future
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TBD
2.0 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
Surgent's A Guide to the 401(k): Concepts and Strategies
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TBD
2.0 Credits
Member Price: $99
401(k) eligibility, vesting, compensation limits, and annual testing Contribution types, limits, deadlines, and reporting requirements Traditional, Roth, and other after-tax contribution planning strategies Employer match optimization and profit-sharing structures Coordination across multiple employers and plan types Distributions, penalties, and tax reporting considerations Direct vs. indirect rollovers and rollover risk management Net unrealized appreciation (NUA) planning for employer stock Qualified plan loans and appropriate use cases Inherited plan rules